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Truist Financial
TFC

Overview Fund Activity

1,287 hedge funds and large institutions have $47.8B invested in Truist Financial in 2020 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 455 increasing their positions, 473 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+131
Holders Change %
+11.33%
% of All Funds
22.84%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.43%
New
207
Increased
455
Reduced
473
Closed
60
Calls
$222M
Puts
$163M
Net Calls
+$59.4M
Net Calls Change
-$8.59M

Top Buyers

1
KBC Group
KBC Group
Belgium
+$699M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$301M
3
Franklin Resources
Franklin Resources
California
+$213M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$152M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$118M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$573M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$364M
3
Dodge & Cox
Dodge & Cox
California
-$313M
4
Macquarie Group
Macquarie Group
Australia
-$136M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1276
Kayne Anderson Rudnick Investment Management
California
$3K +$3K +70 New
CG
1277
Cutler Group
California
$2K -$175K -4,115 -99%
APWA
1278
Atlas Private Wealth Advisors
New Jersey
$2K +$2K +44 New
ADIM
1279
Alpha DNA Investment Management
Maryland
$2K +$2K +55 New
Walleye Capital
1280
Walleye Capital
New York
$1.58K -$5.21K -108,702 -77%
NDSI
1281
Newman Dignan & Sheerar Inc
Rhode Island
$1.2K +$17 +358 +1%
TFM
1282
TFC Financial Management
Massachusetts
$1K – – –
LWA
1283
Lowe Wealth Advisors
Maryland
$1K – – –
HGWM
1284
Harvest Group Wealth Management
Massachusetts
$1K – – –
GFPC
1285
Global Financial Private Client
Florida
$767 +$767 +16 New
CRI
1286
Colonial River Investments
Virginia
$611 +$611 +11,459 New
WIM
1287
Westside Investment Management
California
$51 – – –
CC
1288
Carlson Capital
Texas
– -$37.2M -976,683 Closed
ACL
1289
Azora Capital LP
Florida
– -$22.9M -601,822 Closed
Adage Capital Partners
1290
Adage Capital Partners
Massachusetts
– -$14.6M -383,527 Closed
Capstone Investment Advisors
1291
Capstone Investment Advisors
New York
– -$11.6M -305,724 Closed
Hudson Bay Capital Management
1292
Hudson Bay Capital Management
Connecticut
– -$10.3M -270,000 Closed
IP
1293
Interval Partners
New York
– -$9.11M -239,386 Closed
MSE
1294
MUFG Securities EMEA
United Kingdom
– -$7.8M -205,000 Closed
BC
1295
Brookfield Corp
Ontario, Canada
– -$6.06M -159,363 Closed
Alyeska Investment Group
1296
Alyeska Investment Group
Illinois
– -$5.52M -145,000 Closed
Point72 Asset Management
1297
Point72 Asset Management
Connecticut
– -$4.92M -129,300 Closed
PE
1298
Point72 Europe
United Kingdom
– -$3.9M -102,382 Closed
EC
1299
EJF Capital
Virginia
– -$3.81M -100,214 Closed
BCM
1300
BlueMar Capital Management
Florida
– -$3.55M -93,298 Closed
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